PCWA
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Pacific Capital Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-607
Closed -$8.8K – 322
2024
Q4 		$8.8K Hold
607
– – ﹤0.01% 282
2024
Q3 		$7.67K Hold
607
– – ﹤0.01% 320
2024
Q2 		$8.14K Buy
+607
New +$8.14K ﹤0.01% 337